Institutional Ownership Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST). We have compiled data on the 4,090 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $301 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
380
shares
|
$396,647
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Capco Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
380
shares
|
$396,647
0.08% of portfolio
|
Q3 2022
Reduced 18.28%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
380
shares
|
$396,647
0.07% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
380
shares
|
$396,647
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
380
shares
|
$396,647
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
380
shares
|
$396,647
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
379
shares
|
$395,603
0.11% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
379
shares
|
$395,603
0.2% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
379
shares
|
$395,603
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
379
shares
|
$395,603
0.01% of portfolio
|
Q4 2024
Added 19.18%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
379
shares
|
$395,603
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
378
shares
|
$394,560
0.11% of portfolio
|
Q3 2024
Reduced 10.85%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
377
shares
|
$393,516
0.19% of portfolio
|
Q2 2024
Added 0.27%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jan 22, 2025 Q4 2024 |
377
shares
|
$393,516
0.22% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
377
shares
|
$393,516
0.12% of portfolio
|
Q4 2024
Reduced 99.89%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
376
shares
|
$392,472
0.08% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
376
shares
|
$392,472
0.1% of portfolio
|
Q2 2023
Reduced 57.47%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
375
shares
|
$391,428
0.09% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
375
shares
|
$391,428
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
375
shares
|
$391,428
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
374
shares
|
$390,384
0.22% of portfolio
|
Q4 2024
Reduced 25.35%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
374
shares
|
$390,384
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
373
shares
|
$389,341
0.07% of portfolio
|
Q2 2023
Reduced 73.09%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
373
shares
|
$389,341
0.05% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
371
shares
|
$387,253
0.02% of portfolio
|
Q4 2024
Added 47.22%
|